Capitalize Introduces Liza™ AI to Make Retirement Account Transfers Faster, Smarter, and More Automated

For best results when printing this announcement, please click on link below: Capitalize Introduces Liza™ AI to Make Retirement Account Transfers Faster, Smarter, and More Automated New enterprise-grade AI solution is built on Capitalize's proprietary 401(k) rollover platform to drive better outcomes for financial institutions, recordkeepers, advisors, and their customers Capitalize, the industry’s leading infrastructure for retirement account transfers, today announced Liza™ AI, an enterprise AI solution built specifically for 401(k) rollovers and other transfers.

Liza can work directly with customers and participants, as well as behind the scenes with operations teams — helping financial institutions complete more rollovers, faster and with fewer errors. This press release features multimedia. View the full release here: “Building enterprise-ready AI for retirement account transfers takes more than a chat interface and a generic model. It requires understanding how transfers work across hundreds of institutions and thousands of edge case scenarios, and having the infrastructure to execute them at scale,” said Gaurav Sharma, CEO and Co-Founder of Capitalize.

“We’ve spent years building that foundation. ” Liza builds on Capitalize's established infrastructure to bring an intelligence layer to every stage of the retirement transfer process. Unlike general-purpose AI tools, Liza is powered by Capitalize's Rollover Intelligence Engine — a proprietary foundation informed by millions of customer interactions and billions of dollars in rollover volume. That data advantage means Liza understands not just what customers are asking, but how to move transfers forward regardless of the situation.

Liza is designed to help financial institutions support three core applications: 1. Helping customers navigate the rollover process: Liza can help customers locate accounts, confirm transfer details, understand requirements, and navigate the rollover process — reducing friction, minimizing drop-off, and lifting asset growth for our partners. 2. Automating behind-the-scenes tasks: Liza processes documents and transactions, surfaces provider exceptions, and routes designated tasks for human approval — enabling faster processing times, fewer errors, and less manual work at scale.

3. Optimizing outcomes for partners: Liza turns information from rollover processing into actionable insights, helping partners optimize the end-to-end experience, improve retirement transfer outcomes, and grow faster. Liza is built with layered safeguards designed for financial institutions. Responses are grounded in Capitalize's retirement transfer knowledge base, with data protection, output validation, and authorization controls governing the information and actions available to Liza.

Liza's automation is paired with rigorous QA capabilities — including human review, output validation, ongoing monitoring, and audit trails — so institutions can move faster without sacrificing accuracy or control. Built for enterprise scale, Liza is designed for financial institutions, recordkeepers, financial advisors, and brokers. To learn more, visit About Capitalize Capitalize is the industry’s leading platform to help financial institutions, financial advisors, and individuals digitally locate and transfer retirement assets, such as 401(k)s.

Capitalize’s technology is used by financial institutions to power rollovers natively for their users and is also available to advisors directly. Capitalize has been recognized as one of TIME’s 100 Best Inventions, one of the Most Innovative Companies in America by Fast Company, and a Forbes Top 50 Fintech. com)